SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,531 | -4.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $27,844 | +4.7% | 392 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $26,597 | +3.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,719 | +7.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 392 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $30,000 | -3.2% | 392 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $31,000 | +6.9% | 392 | 0.0% | 0.02% | +31.2% |
| Q1 2021 | $29,000 | +7.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $27,000 | +22.7% | 392 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $22,000 | +4.8% | 392 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $21,000 | +75.0% | 392 | +41.5% | 0.02% | +50.0% |
| Q1 2020 | $12,000 | – | 277 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |